2026-06-03T13:58:39-05:00 2025-12-31 840930288 BROCK AND COMPANY CPAS PC 4940 PEARL EAST CR SUITE 300 BOULDER CO 80301 990 2025-01-01 840447931 COLORADO CHAUTAUQUA ASSOCIATION COLO 3034423282 900 BASELINE ROAD BOULDER CO 80302 SHELLY BENFORD CEO 3034423282 2026-05-28 1 KEVIN RICKMAN P01240896 3034442971 2025 2025-03-06 01:10:19Z SHELLY BENFORD 900 BASELINE ROAD BOULDER CO 80302 14141834 0 X WWW.CHAUTAUQUA.COM X 1901 CO TO PRESERVE, PERPETUATE, AND IMPROVE THE SITE AND SPIRIT OF THE HISTORIC CHAUTAUQUA BY ENHANCING ITS COMMUNITY AND VALUES THROUGH CULTURAL, EDUCATIONAL, SOCIAL, AND RECREATIONAL EXPERIENCES. 9 9 157 205 0 0 1528738 1747173 8832631 8897477 135862 99146 257789 336229 10755020 11080025 0 0 0 0 4293915 4784040 0 0 282439 5087146 4974516 9381061 9758556 1373959 1321469 17136885 18850156 2566003 2854065 14570882 15996091 X TO PRESERVE, PERPETUATE, AND IMPROVE THE SITE AND SPIRIT OF THE HISTORIC CHAUTAUQUA BY ENHANCING ITS COMMUNITY AND VALUES THROUGH CULTURAL, EDUCATIONAL, SOCIAL AND RECREATIONAL EXPERIENCES. 0 0 5440045 6283690 CULTURAL RESIDENCY: FORMED IN 1901, THE COLORADO CHAUTAUQUA ASSOCIATION IS STEWARD OF THE HISTORIC COLORADO CHAUTAUQUA. THE COLORADO CHAUTAUQUA WAS FOUNDED IN 1898 AND IS ONE OF A FEW SURVIVING PERMANENT CAMPUSES FROM THE HEIGHT OF THE CHAUTAUQUA MOVEMENT OF THE LATE 19TH AND EARLY 20TH CENTURIES. THE BUILDINGS AND GROUNDS ARE NATIONAL AND LOCAL TREASURES, BOTH HISTORICALLY AND CULTURALLY. THE ROLLING 40-ACRE CAMPUS, NESTLED IN THE FOOTHILLS WEST OF BOULDER, IS DESIGNATED A NATIONAL HISTORIC LANDMARK AND IS INCLUDED ON THE NATIONAL REGISTER OF HISTORIC PLACES. THE COLORADO CHAUTAUQUA IS A LIVING, ORGANIC VILLAGE OF COTTAGES AND LODGES WHERE VISITORS CAN STAY OVERNIGHT OR A SEASON TO HAVE HISTORIC AND CULTURAL EXPERIENCES.OVER THE AGES, THE SHARING OF A MEAL HAS FORGED BONDS AMONG PEOPLE IN WAYS NO OTHER SOCIAL INTERACTION HAS. THE CHAUTAUQUA DINING HALL, BUILT IN 1898, IS OPEN THROUGHOUT THE YEAR TO PROVIDE RESIDENTS AND GUESTS MEALS IN A BEAUTIFUL, HISTORIC SETTING. THE AMBIANCE OF THE COMMUNITY DINING ROOM AND THE MAGNIFICENCE OF THE VIEW FROM THE EXPANSIVE COLUMNED PORCH COMBINE TO MAKE EVERY DINING EXPERIENCE A TREASURED MEMORY. 2535891 2929158 CULTURAL AND EDUCATIONAL PROGRAMS: EXPOSURE TO CULTURAL AND ARTISTIC DIVERSITY, AND IN FACT, DIVERSITY OF THOUGHT ITSELF, IS CHARACTERISTIC OF THE CHAUTAUQUA EXPERIENCE. CHAUTAUQUA BRINGS AN ECLECTIC MIX OF DIVERSE MUSIC PERFORMANCES AND SPEAKERS YEAR AROUND. THE SILENT FILM SERIES BRINGS THE BEST FROM THIS HISTORIC AGE WITH LIVE ACCOMPANYING MUSIC "JUST LIKE THE OLD DAYS." THE LECTURE SERIES EXTENDS AN INVITATION TO RESIDENTS/VISITORS TO EXPLORE AND DEBATE ISSUES RELEVANT TO OUR LIVES AND COMMUNITY. OTHER PROGRAMS INCLUDE FAMILY PROGRAMS. ALSO, THE COLORADO MUSIC FESTIVAL (CMF), AN UNRELATED NONPROFIT ORGANIZATION, HOLDS ITS ANNUAL SUMMER FESTIVAL AT THE CHAUTAUQUA SITE. SINCE 1979, CMF HAS PRODUCED A SUMMER CLASSICAL MUSIC SERIES. 7975936 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 52 0 1 157 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 3034423282 900 BASELINE ROAD BOULDER CO 80302 PETER SPEAR CHAIR 10.00 X X 0 0 0 PAT SHANKS VICE CHAIR 10.00 X X 0 0 0 AARON GARCIA TREASURER 10.00 X X 0 0 0 SOPHIA RICKARD SECRETARY 10.00 X X 0 0 0 ALLEN R JONES III DIRECTOR 2.00 X 0 0 0 CHUCK KEHOE DIRECTOR 2.00 X 0 0 0 TRUDY TURVEY DIRECTOR 2.00 X 0 0 0 TARA WINER DIRECTOR 2.00 X 0 0 0 RICK ROHR DIRECTOR 2.00 X 0 0 0 SHELLY BENFORD CEO 40.00 X 336584 0 27685 GABRIELA GONZALEZ CFO 40.00 X 184752 0 7390 JASON HILL COO 40.00 X 162214 0 22022 683550 0 57097 3 0 1 0 SMILEY INC PO BOX 4820 BOULDER CO 80306 CONSTRUCTION 1532898 BLUE FINN 900 BASELINE RD BOULDER CO 80302 CATERING 1036738 Z2 ENTERTAINMENT LLC 2032 14TH STREET BOULDER CO 80302 TICKETING SERVICES 800173 PHILADELPHIA INSURANCE CO 4068 RURAL PLAINS CIR SUITE 27 FRANKLIN TN 37064 INSURANCE 275621 GUERRA HEATING & COOLING LLC PO BOX 26 WESTMINSTER CO 80031 HEATING AND COOLING INSTALLATIONS 226997 8 1419840 327333 7949 1747173 RENTAL INCOME 721000 6283690 6283690 TICKETING SERVICES 561000 1265285 1265285 EVENTS INCOME 713990 1158445 1158445 MEMBERSHIP DUES 900099 104335 104335 85722 85722 8897477 121549 121549 2718499 9250 2716872 33280 1627 -24030 -22403 -22403 74841 53983 20858 20858 573045 257674 315371 315371 11080025 9212848 0 120004 X 683550 237685 394858 51007 3270289 2560285 577730 132274 84638 68136 15603 899 406491 327239 74935 4317 339072 262594 71028 5450 4438 575 3834 29 64702 8377 55903 422 6851 6851 1626421 1542984 78881 4556 105892 104910 982 61451 46421 12066 2964 368980 346841 18449 3690 16328 10609 4235 1484 283 85 198 1244600 1182370 62230 288757 216763 57614 14380 BANK AND CREDIT CARD FE 302988 293471 9201 316 PROPERTY TAXES 273730 271869 1861 SUPPLIES 161717 149078 5506 7133 EQUIPMENT RENTAL AND MA 148267 136186 6388 5693 299111 209458 42810 46843 9758556 7975936 1500181 282439 1588508 376457 1119117 1363083 21320 20940 69405 78325 84580 75921 164318 160465 24840104 10882190 12106764 13957914 1827761 2619084 155112 197967 17136885 18850156 1413732 1419836 1149651 1434229 2620 0 2566003 2854065 X 14155005 15392559 415877 603532 14570882 15996091 17136885 18850156 1321469 103740 0 X 0 1 X 1 0 X 3843580 1283759 1746423 1528738 1747173 10149673 5631612 7499270 8859758 9368522 9545363 40904525 9475192 8783029 10606181 10897260 11292536 51054198 0 640880 322496 369285 346756 339826 2019243 640880 322496 369285 346756 339826 2019243 49034955 18082 55712 122602 47286 121549 365231 18082 55712 122602 47286 121549 365231 9493274 8838741 10728783 10944546 11414085 51419429 0.95360 0.95380 0.00710 0.00620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 155112 19366 9001 165477 138656 25363 8907 155112 140186 7559 9089 138656 159963 -18061 1716 140186 153519 15267 8823 159963 0.00000 1.00000 1 0 18663563 7759455 10904108 1937332 1040651 896681 1455236 832112 623124 2783973 1249972 1534001 13957914 11347867 103740 170953 274693 11073174 6851 6851 11080025 9922658 170953 170953 9751705 6851 6851 9758556 PART V, LINE 4: THE ENDOWMENT FUND'S PURPOSE IS TO SUPPORT THE OPERATIONS OF COLORADO CHAUTAUQUA ASSOCIATION. ART IN THE PARK 74841 74841 53983 74841 74841 53983 53983 20858 X X 0 0 0 0 0 0 0 0 0 SHELLY BENFORD CEO 291584 0 45000 0 0 0 13756 0 13929 0 364269 0 0 0 GABRIELA GONZALEZ CFO 172252 0 12500 0 0 0 7390 0 0 0 192142 0 0 0 JASON HILL COO 151214 0 11000 0 0 0 6984 0 15038 0 184236 0 0 0 SCHEDULE J, PART I, LINE 3 THE ORGANIZATION USES MSEC DATA ON PROJECTED PAY INCREASES IN THE BOULDER/DENVER AREA. THE COMPENSATION STUDY IS COMPILED BY AN INDEPENDENT HR PROFESSIONAL AND GIVEN TO THE BOARD FOR DELIBERATION. COMPENSATION FOR THE CEO IS THEN APPROVED BY THE BOARD ANNUALLY. FORM 990, PART VI, SECTION A, LINE 6 ANY INDIVIDUAL 18 YEARS OF AGE OR OLDER CAN PAY DUES TO BECOME A MEMBER OF THE ASSOCIATION. THERE IS ONLY ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO, CFO AND ALL BOARD MEMBERS HAVE THE OPPORTUNITY TO REVIEW FORM 990 AND TO ASK QUESTIONS OF THE TAX PREPARER (OUTSIDE CPA FIRM) PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND ALL STAFF MEMBERS PROVIDE ANNUAL DISCLOSURES OF POTENTIAL CONFLICTS OF INTEREST TO THE BOARD CHAIR. THE BOARD CHAIR, BOARD SECRETARY, AND CEO REVIEW THE DISCLOSURES TO DETERMINE WHETHER A CONFLICT EXISTS. IF A CONFLICT ARISES ON A PARTICULAR TRANSACTION, THAT INDIVIDUAL WILL BE ALLOWED TO PARTICIPATE IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION ONLY IF THE BOARD BELIEVES THE CONFLICTED PERSON WILL PUT THE ORGANIZATION'S INTERESTS FIRST; OTHERWISE, PARTICIPATION IS PROHIBITED. THERE IS AN ONGOING OBLIGATION ON THE BOARD OF DIRECTORS AND STAFF TO UPDATE CONFLICTS AFTER THE ANNUAL DISCLOSURE IS FILED. FORM 990, PART VI, SECTION B, LINE 15 THE CEO WORKS AT THE PLEASURE OF THE BOARD. ALL STAFF, INCLUDING KEY STAFF, WORK FOR THE CEO. COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD. COMPENSATION FOR STAFF IS DETERMINED BY THE CEO. A COMPENSATION STUDY FOR ALL POSITIONS IS CONDUCTED EVERY 2-3 YEARS AND DURING INTERIM PERIODS. THE ORGANIZATION USES MSEC DATA ON PROJECTED PAY INCREASES IN THE BOULDER/DENVER AREA. THE COMPENSATION STUDY IS COMPILED BY AN INDEPENDENT HR PROFESSIONAL. THE DATA FOR THE CEO IS GIVEN TO THE BOARD AND THEY DELIBERATE AND DETERMINE PAY CHANGES FOR THE CEO. A PERSONNEL ACTION NOTICE IS GIVEN TO HR REFLECTING THE CHANGE IN PAY FOR THE CEO AND IS SIGNED BY A BOARD MEMBER. FORM 990, PART VI, SECTION C, LINE 18 THE ANNUAL FORM 990 IS AVAILABLE ON GUIDESTAR.ORG AND UPON REQUEST. DOCUMENTATION OF THE ORGANIZATION'S TAX EXEMPT STATUS IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 A SUMMARY OF THE AUDITED FINANCIAL STATEMENTS IS INCLUDED IN THE ANNUAL REPORT, WHICH IS E MAILED TO MEMBERS AND AVAILABLE ON THE ORGANIZATION'S WEB SITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE ON THE WEBSITE AND IN THE ORGANIZATION'S OFFICE. THE BOARD OF DIRECTORS MEETING AGENDAS ARE POSTED ON THE ORGANIZATION'S WEBSITE ONE WEEK BEFORE THE MEETING. APPROVED MINUTES FROM THE BOARD OF DIRECTOR MEETINGS ARE POSTED ON THE ORGANIZATION'S WEBSITE FOLLOWING APPROVAL AT THE SUBSEQUENT MEETING. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 136,647. MANAGEMENT AND GENERAL EXPENSES 15,585. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,232. PROMOTER AND OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,406,337. MANAGEMENT AND GENERAL EXPENSES 63,296. FUNDRAISING EXPENSES 4,556. TOTAL EXPENSES 1,474,189. GALEY COTTAGE HOLDING CO LLC 900 BASELINE ROAD BOULDER CO 80302 HOLD REAL ESTATE CO 1805063 COLORADO CHAUTAUQUA ASSOCIATION